Patrick
Kenny
Park Avenue Securities LLC
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About this Advisor
Patrick Kenny is a certified financial planner based in Belmar, New Jersey, who has been in the advisory business for 17 years. Kenny is an advisor for Park Avenue Securities LLC. Kenny has gained experience at Park Ave Securities, Guardian, Guardian Life Insurance and Park Avenue Securities. Kenny maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Arizona, Florida, New Jersey, New York, North Carolina, Pennsylvania, South Carolina and Vermont. Park Avenue Securities LLC is a registered investment company that has its headquarters in Belmar, New Jersey. The firm has offices in 86 locations and a total of 1,811 employees. It controls $11 billion in assets under management between its 54,606 customer accounts, placing it among the largest firms in the United States by assets under management. The firm provides services to 101 charitable organizations. Of its 54,606 accounts, 19% are associated with high-net-worth clients who have at least $1 million in assets. The company provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management typically vary depending on which services the firm provides the client. However, fee types billed by Park Avenue Securities LLC most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Park Avenue Securities LLC Brokerage Details
$10,625,337,610
1,811
54,606
$194,582
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Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Patrick Kenny Work History
Patrick has 17 years of experience.
Guardian Life Insurance
Park Avenue Securities
Park Ave Securities
Guardian
Disclosures
Patrick Kenny has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Park Avenue Securities LLC
Port Chester, NY
Boston, MA
Jacksonville, FL
Fort Myers, FL
Pittsburgh, PA
Tampa, FL
Atlanta, GA
San Diego, CA
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.